Position in BOX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$22,435,721
-$3,672,224 QoQ
Shares Held
845,355
-23.5% QoQ
Ownership
0.611%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#33
of 391 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $15,506,182,036 across 73 Software - Infrastructure names. BOX ranks #43 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
5,255,509 | $1,792,233,679 | |
| 2 | MSFT |
Microsoft Corp
|
4,667,043 | $1,740,900,379 | |
| 3 | FTNT |
Fortinet, Inc.
|
10,815,814 | $1,661,525,346 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
7,601,936 | $1,450,335,359 | |
| 5 | NET |
Cloudflare, Inc.
|
3,756,643 | $921,429,395 | |
| 6 | ORCL |
Oracle Corp
|
5,336,948 | $782,129,729 | |
| 7 | FFIV |
F5, Inc.
|
1,540,207 | $640,664,503 | |
| 8 | OKTA |
Okta, Inc.
|
4,497,939 | $613,743,776 |
All Filings in BOX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,435,721 | 845,355 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $26,107,945 | 1,104,397 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $34,854,870 | 1,165,325 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $41,097,329 | 1,273,546 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $40,962,585 | 1,198,788 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $42,485,455 | 1,376,716 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $43,165,821 | 1,366,007 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $37,836,043 | 1,156,005 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $38,915,581 | 1,471,845 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $76,424,295 | 2,698,598 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $69,983,115 | 2,732,648 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $72,286,556 | 2,985,814 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $76,045,047 | 2,588,327 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $57,539,883 | 2,147,812 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $70,114,752 | 2,252,321 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $64,984,837 | 2,664,405 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $71,489,461 | 2,843,654 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $105,534,470 | 3,631,606 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $120,612,807 | 4,605,300 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $114,672,344 | 4,844,628 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $125,163,675 | 4,898,774 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $128,697,573 | 5,605,295 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $121,037,668 | 6,705,688 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $110,952,134 | 6,391,252 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $127,588,904 | 6,145,901 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $101,218,768 | 7,209,314 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||